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User Management

Introduction

This page covers day-to-day user administration across the commercial hierarchy (platform, distributor, partner, tenant). It includes adding, editing, disabling, deleting users, assigning roles and scopes, and handling password/MFA resets.

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Add a new User

Purpose

Add a new user to the system.

Permission Level
  • Platform Administrator
  • Partner Administrator
  • Distributor Administrator
  • Tenant Administrator
Steps
  1. Go to Administration → Users.
  2. Select Create.
  3. Enter First Name, Last Name, Email Address, and optionally Phone Number.
  4. Select User Role.Select Distributor, Partner, and Tenant to define the user’s scope.
  5. (Optional) Toggle MFA Required if your policy requires MFA at next sign-in.
  6. (Optional) Toggle Federated Only to prevent local password login for this user.
  7. Save.

Modify an existing User

Purpose

Modify an existing user’s details, role, scope, or security options.

Permission Level
  • Platform Administrator
  • Partner Administrator
  • Distributor Administrator
  • Tenant Administrator
Steps
  1. Go to Administration → Users.
  2. Select the user you want to edit.
  3. Update First Name, Last Name, Email Address, or Phone Number if required.
  4. Adjust User Role.
  5. Update Distributor, Partner, and Tenant scope as needed.
  6. Adjust toggles: MFA Required, Federated Only, Disabled, or Locked Out.
  7. Select Save.

Disable or Enable a User

Purpose

Temporarily block or restore user access without deleting the account.

Permission Level
  • Platform Administrator
  • Partner Administrator
  • Distributor Administrator
  • Tenant Administrator
Steps
  • Go to Administration → Users.
  • Select the user you want to edit.
  • Toggle Disabled on to suspend, off to re-enable.
  • Select Save.

Unlock a User

Purpose
Clear a lockout after failed login attempts.

Permission Level
Platform Administrator
Distributor Administrator
Partner Administrator
Tenant Administrator

Steps

  1. Go to Administration → Users.

  2. Select the user you want to edit.

  3. Unset the Locked Out indicator.

  4. Select Save.

Enforce MFA

Purpose
Require the user to register or re-register MFA at next sign-in.

Permission Level
Platform Administrator
Distributor Administrator
Partner Administrator
Tenant Administrator

Steps

  1. Go to Administration → Users.

  2. Select the user you want to edit.

  3. Toggle MFA Required on.

  4. Select Save.

Force Federated Only

Purpose
Restrict the account to federated sign-in only (no local password).

Permission Level
Platform Administrator
Distributor Administrator
Partner Administrator
Tenant Administrator

Steps

  1. Go to Administration → Users.

  2. Select the user you want to edit.

  3. Toggle Federated Only on.

  4. Select Save.

Delete a User

Purpose
Remove a user account permanently.

Permission Level
Platform Administrator
Distributor Administrator
Partner Administrator
Tenant Administrator

Steps

  1. Go to Administration → Users.

  2. Select the user you want to delete.

  3. Choose Delete.

  4. Confirm the deletion.

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